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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,896 | $95,453-41.4% | $112,040-50.1% | $82,448-32.2% |
| Participation rate | 72.4% | 72.8%-0.3pp | 76.5%-4.1pp | 68.1%+4.3pp |
| Annual return | 10.22% | 23.92%-13.7pp | 24.52%-14.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $2,377 | $2,318+2.6% | $2,954-19.5% | $2,551-6.8% |
| Participant deferral / active EE | $1,348 | $4,224-68.1% | $5,098-73.6% | $4,139-67.4% |
| Admin fee / account holder | $2,642 | $9,013-70.7% | $12,098-78.2% | $7,234-63.5% |